Daniel Schutte

Personal Finance, Retirement, Investing
“Perfect 5-star rating by private clients, no investment commissions or minimum, published by NASDAQ, Investopedia, and Business Insider, featured financial advisor by Visa, Inc., and historically better investment returns than the average private client.”

Credo Wealth Management

Job Title:

Independent Personal Wealth Manager


Hello, and thank you for stopping by! I am a husband, father, Marine, independent personal wealth manager, business manager, and sports fan.

It is a great honor to enjoy the following highlights:

·         Perfect 5-star rating by private clients

·         No commissions or minimum investment

·         Published by NASDAQ, Investopedia, and Business Insider

·         Featured financial advisor by Visa, Inc.

·         Historically better investment returns*

*based on data from ARC Private Client Indices (PCI)

Credo means “I believe”. We believe in supporting your heritage by empowering your legacy. We are your personal advocate with fee-only management and advice, Proverbs-based principles, proven strategies, leading technology, human expertise, and historically better performance than the average investor. Credo Wealth Management was born from a passion to help people manage their finances and enjoy a fulfilling life while creating a legacy.

​Daniel Schutte founded our firm upon earning his Series 7, Series 66, and Health & Life licenses. After training to be a financial advisor with a large company, he chose to become an independent Registered Investment Advisor in order to serve clients without pressure from commissions, quotas, or restricted investment and insurance options. ​While Dan has been conducting market research and studying wealth management for over 15 years, he now enjoys providing this service to our valued clients with both competence and care.

​Dan is currently managing budgets up to $10 million for Visa, Inc. and previously served as a Marine Corps Intelligence & Operations Officer where he managed over $50 million in assets with the First Marine Headquarters Group. ​As a resident of Denver, Colorado, Dan is married to his wife, Sarah, and enjoys spending time making memories as a family.

Start investing in your legacy today at: CredoWealthManagement.com


Master of Business Administration (MBA), American Military University

Fee Structure:


CRD Number:


Insurance License:



CONTENT: All written content displayed here is for information purposes only. Opinions expressed herein are solely those of Credo Wealth Management LLC unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation. This communication may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other sources. REGISTRATION: Advisory services are offered through Credo Wealth Management LLC; an investment advisor firm domiciled in the state of Colorado. The presence of this communication on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

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June 2017
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May 2017
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    Investing, Choosing an Advisor, IRAs
My advisor suggested a conservative growth model for money I am investing from an inherited IRA; if I am willing to risk losing the money to make more in the end, should I consider a more moderate or aggressive model?
100% of people found this answer helpful

Absolutely, if your portfolio is too conservative, you could actually lose value due to inflation over the long term. Your allocation should be aggressive if you have more than 10 years and a higher risk tolerance. You can still diversify your risk intelligently with an ETF portfolio, which an advisor can manage for you. Learn more about ETFs here.

15 hours ago
    Investing, Starting Out
What are some different ways that I should consider investing $50,000 if I am not interested in investing in the stock market?
33% of people found this answer helpful
15 hours ago
    Mutual Funds
What is the difference between exchange-traded funds and mutual funds?
15 hours ago
    Investing, ETFs
What kind of outcome can I expect in ten years if I invest $10,000 in exchange-traded funds (ETFs)?
15 hours ago
    Financial Planning, Retirement, Retirement Savings, 401(k), IRAs
My employer does not offer a 401(k) plan, but I am making maximum contributions to my Roth IRA account every year; how else should I be saving for retirement?
15 hours ago